Open Projects Report
Filtered Data
This report is filtered based on your division settings:
- Function: Operational
- Work Type: Full Project
View and analyze projects by their outcome status: Open (active), Won (closed-won), or Lost (closed-lost).
Accessing the Report
Reports > Sales > Projects submenu:
- Open Projects - Active opportunities
- Won Projects - Successfully closed deals
- Lost Projects - Deals not won
Report Columns
| Column | Description |
|---|---|
| Project ID | Unique project identifier (linked) |
| Project Name | Project/client name |
| Sales Stage | Current or final stage |
| Salesperson | Assigned sales representative |
| Division | Project category |
| Created Date | When project was created |
| Close Date | Actual or expected close date |
| Contract Value | Estimated or final value |
Available Filters
| Filter | Description |
|---|---|
| Outcome | Open, Won, or Lost status |
| Date Range | Created date or close date |
| Salesperson | Filter by rep |
| Division | Project category |
| Sales Stage | Current/final stage |
Project Outcomes
Open Projects
Active opportunities still in the sales process:
- Not yet won or lost
- Still being worked by sales team
- May have future expected close date
Won Projects
Successfully closed deals:
- Contract signed
- Has actual close date
- Final contract value recorded
Lost Projects
Opportunities not won:
- Marked as lost with reason
- Competitor, price, timing, or other factors
- Valuable for win/loss analysis
Lost Project Analysis
When viewing lost projects, additional data available:
| Field | Description |
|---|---|
| Lost Reason | Why the deal was lost |
| Lost To | Competitor (if applicable) |
| Lost Date | When marked as lost |
| Notes | Additional context |
Common Lost Reasons
- Price too high
- Went with competitor
- Project cancelled/postponed
- Scope changed
- Budget constraints
- Timing issues
Export Options
Click Export CSV to download project list for:
- Pipeline analysis
- Win/loss reporting
- Historical tracking
Common Use Cases
Open Projects
- Weekly pipeline review
- Follow-up prioritization
- Workload assessment
Won Projects
- Sales performance tracking
- Revenue reporting
- Customer success handoff
- Commission calculations
Lost Projects
- Win/loss analysis
- Competitive intelligence
- Process improvement
- Pricing strategy review
Tips
- Regularly update open project stages and expected close dates
- Record lost reasons consistently for better analysis
- Compare won vs. lost by source to identify quality leads
- Review lost projects quarterly for pattern identification
Related Reports
- Pipeline Reports - Active pipeline analysis
- Closing Percentage - Win rate analysis
- Sales Summary - Won project totals